|
1
|
LPL Financial
San Diego,
California
|
$96.4M
|
+$17.2M
|
+338,306
|
+22%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.6M
|
+$6.23M
|
+122,668
|
+13%
|
|
|
3
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$36.9M
|
+$10.6M
|
+209,487
|
+40%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$36.1M
|
+$1.82M
|
+35,857
|
+5%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$28.6M
|
-$982K
|
-19,332
|
-3%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$26.2M
|
+$1.11M
|
+21,887
|
+4%
|
|
|
7
|
49 Wealth Management
Austin,
Texas
|
$23.9M
|
-$672K
|
-13,228
|
-3%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$21.9M
|
+$600K
|
+11,823
|
+3%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.4M
|
-$20.9M
|
-410,716
|
-51%
|
|
|
10
|
Asio Capital
Lexington,
Kentucky
|
$18.7M
|
+$13M
|
+256,050
|
+229%
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$18.2M
|
+$5.91M
|
+116,469
|
+48%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$17.3M
|
+$782K
|
+15,394
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
+$5.2M
|
+102,347
|
+53%
|
|
|
14
|
AllGen Financial Advisors
Orlando,
Florida
|
$14.8M
|
+$5.19M
|
+102,246
|
+54%
|
|
|
15
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.5M
|
+$75.3K
|
+1,483
|
+0.5%
|
|
|
16
|
Opal Wealth Advisors
Jericho,
New York
|
$14.4M
|
-$67.1K
|
-1,321
|
-0.5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
+$6.71M
|
+132,054
|
+90%
|
|
|
18
|
Stephens Consulting
Flint,
Michigan
|
$13.4M
|
+$6.49M
|
+127,738
|
+93%
|
|
|
19
|
Aveo Capital Partners
Englewood,
Colorado
|
$13.1M
|
+$5.44M
|
+107,033
|
+69%
|
|
|
20
|
Legacy Financial Advisors
Covington,
Kentucky
|
$13M
|
+$2.33M
|
+45,865
|
+22%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.6M
|
+$530K
|
+10,429
|
+4%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$11.9M
|
+$1.02M
|
+20,060
|
+9%
|
|
|
23
|
CFO4Life Group
Coppell,
Texas
|
$11.5M
|
+$2.49M
|
+49,084
|
+28%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.4M
|
-$184K
|
-3,625
|
-2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$1.95M
|
+38,335
|
+21%
|
|
